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WT Wealth Management’s Amazon AMZN Stock Holding History

WT Wealth Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.75M Sell
39,132
-1,245
-3% -$316K 2.73% 7
2026
Q2 		$9.62M Buy
40,377
+558
+1% +$140K 2.67% 8
2026
Q1 		$8.29M Buy
39,819
+896
+2% +$197K 2.47% 8
2025
Q4 		$8.98M Buy
38,923
+152
+0.4% +$34.8K 2.58% 9
2025
Q3 		$8.51M Sell
38,771
-5,666
-13% -$1.28M 2.45% 11
2025
Q2 		$9.75M Sell
44,437
-819
-2% -$162K 2.89% 7
2025
Q1 		$8.61M Buy
45,256
+2,461
+6% +$534K 2.8% 7
2024
Q4 		$9.39M Sell
42,795
-9
-0% -$1.84K 2.95% 8
2024
Q3 		$8.09M Sell
42,804
-305
-0.7% -$55.6K 2.59% 9
2024
Q2 		$8.33M Buy
43,109
+1,183
+3% +$217K 2.84% 6
2024
Q1 		$7.56M Buy
41,926
+683
+2% +$114K 2.7% 9
2023
Q4 		$6.27M Buy
41,243
+2,196
+6% +$308K 2.48% 10
2023
Q3 		$4.96M Buy
39,047
+4,500
+13% +$603K 2.13% 11
2023
Q2 		$4.5M Sell
34,547
-7,072
-17% -$808K 1.87% 12
2023
Q1 		$4.3M Sell
41,619
-1,856
-4% -$179K 1.86% 12
2022
Q4 		$3.65M Buy
43,475
+746
+2% +$73.7K 1.77% 16
2022
Q3 		$4.83M Buy
42,729
+4,539
+12% +$574K 2.43% 12
2022
Q2 		$4.06M Buy
38,190
+1,330
+4% +$166K 2% 12
2022
Q1 		$6.01M Buy
36,860
+4,440
+14% +$686K 2.31% 7
2021
Q4 		$5.41M Buy
32,420
+3,040
+10% +$520K 1.98% 9
2021
Q3 		$4.83M Buy
29,380
+2,080
+8% +$359K 1.86% 13
2021
Q2 		$4.7M Sell
27,300
-1,960
-7% -$326K 1.9% 11
2021
Q1 		$4.53M Buy
29,260
+4,900
+20% +$777K 2.09% 8
2020
Q4 		$3.97M Sell
24,360
-500
-2% -$79.8K 2.16% 8
2020
Q3 		$3.91M Sell
24,860
-1,540
-6% -$243K 2.59% 7
2020
Q2 		$3.64M Sell
26,400
-120
-0.5% -$14.5K 2.93% 8
2020
Q1 		$2.58M Sell
26,520
-2,240
-8% -$217K 2.72% 7
2019
Q4 		$2.66M Sell
28,760
-200
-0.7% -$17.7K 2.02% 11
2019
Q3 		$2.51M Buy
+28,960
New +$2.69M 2.18% 10

Other funds holding AMZN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

WT Wealth Management's AMZN Position: Q3 2026 in Review

WT Wealth Management reduced its Amazon (AMZN) stake by 3.1% in Q3 2026, selling an estimated $316K and leaving 39,132 shares worth $9.75M. The position accounts for 2.73% of the portfolio, ranked #7.

WT Wealth Management first reported a position in AMZN in Q3 2019 and has held it in 29 quarters since. 719 funds tracked by Wall St. Rank hold AMZN as of Q3 2026.

  • WT Wealth Management held 39,132 shares of Amazon worth $9.75M as of Q3 2026.
  • WT Wealth Management sold 1,245 Amazon shares in Q3 2026, an estimated $316K.
  • Amazon made up 2.73% of WT Wealth Management's portfolio in Q3 2026, its #7 holding.
  • WT Wealth Management first reported a position in Amazon in Q3 2019 and has held it in 29 quarters since.
  • 719 funds tracked by Wall St. Rank held Amazon as of Q3 2026.

Based on WT Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.